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Ancora MicroCap I (ANCIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.67+0.14 (+0.85%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.63%
5-year average return10.39%
Number of years up11
Number of years down4
Best 1-yr total return (2 May 2024)61.29%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return61.29%
Worst 3-yr total return-3.38%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnANCIXCategory
YTD-0.36%26.79%
1-month-5.56%-1.77%
3-month2.30%4.45%
1-year19.10%71.02%
3-year5.13%9.35%
5-year10.10%12.17%
10-year7.31%9.95%
Last bull market15.49%28.07%
Last bear market-10.79%-24.24%

Annual total return (%) history

Year
ANCIXCategory
2024
N/AN/A
2023
24.90%N/A
2022
-7.92%N/A
2021
37.42%N/A
2020
4.59%4.02%
2019
11.09%21.43%
2018
-22.37%-15.46%
2017
18.00%8.54%
2016
16.73%25.99%
2015
-8.61%-6.71%
2014
16.21%3.34%
2013
36.32%36.22%
2012
14.89%16.00%
2011
-13.13%-4.45%
2010
36.04%26.17%
2009
61.29%31.32%
2008
N/A-32.24%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.51%N/AN/AN/A
20239.83%4.54%2.33%6.30%
20222.46%-10.79%-6.34%7.54%
202134.22%3.61%-4.41%3.37%
2020-36.17%23.09%5.72%25.92%
201914.66%-8.49%0.70%5.14%
2018-3.34%9.84%-2.87%-24.72%
20172.25%8.36%6.17%0.31%
2016-0.27%-1.16%11.50%6.20%
2015-0.14%1.63%-10.86%1.03%
20145.72%-0.14%0.00%10.07%
201313.48%3.99%7.36%7.59%
201212.02%-3.05%4.50%1.24%
20117.01%-6.99%-18.32%6.86%
201010.73%-6.09%12.87%15.91%
2009-7.25%35.52%27.79%0.41%
2008-33.44%N/AN/AN/A

Rank in category (by total return)

YTD37
1-month39
3-month36
1-year24
3-year23
5-year20

Load adjusted returns

1-year19.10%
3-year5.13%
5-year10.10%
10-year7.31%